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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $78,744 |
STRATEGIC PENSION SERVICES, LLC6+ years Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $17,334 |
PETER E. SMITH6+ years Service code 16 · EIN 03-1369707 703 WEST HOUSATANIC STREET STE 251 · PITTSFIELD, MA 01201 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,375 | $99,957+104.5% | $149,696+36.5% | $73,488+178.1% |
| Participation rate | 70.8% | 75.7%-4.9pp | 82.5%-11.7pp | 70.7%+0.1pp |
| Annual return | 18.60% | 53.87%-35.3pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,399 | $3,191-24.8% | $4,644-48.3% | $2,270+5.7% |
| Participant deferral / active EE | $8,849 | $6,073+45.7% | $6,842+29.3% | $3,740+136.6% |
| Admin fee / account holder | $511 | $551-7.1% | $9,309-94.5% | $513-0.3% |